$SES

@investmentguru_May 10, 2026 · 1:29 AM

ENERGY STORAGE IS BECOMING THE NEXT MAJOR INFRASTRUCTURE TRADE AI data centers are creating an energy demand shock. Renewables are scaling. Grids are aging. That creates one unavoidable need: 🔋 STORAGE. This isn’t a short-term theme. It’s a multi-year secular buildout. Here’s how I’m viewing the sector: $EOSE Zinc-based long-duration storage (4–16hr+) → Non-lithium, non-flammable → Massive pipeline ($22B+) → High upside if execution improves Risk: dilution + scaling credibility $FLNC Utility-scale battery storage leader → $5B+ backlog → Hyperscaler/data center penetration growing → Strong institutional backing Risk: margins still need improvement $QS Solid-state battery moonshot → Pilot line now operational → Licensing model emerging → Strong cash runway Risk: commercialization still years away Other names worth watching: $NRGV Own-and-operate storage model Recurring energy revenue could rerate the story $AMPX Silicon-anode batteries High-density cells for aerospace/defense $STEM Software layer for energy storage Less hardware risk, more recurring software model $SES AI + battery chemistry One of the most interesting speculative intersections My framework: Grid-scale infrastructure: $FLNC / $NRGV / $STEM Long-duration storage: $EOSE Next-gen EV battery disruption: $QS / $AMPX / $SES The big picture: AI growth needs power. Power needs stability. Stability needs storage. Energy storage may become one of the biggest infrastructure trades of this decade. Watch the capital flows early. Not financial advice.

@kaizen_investorMar 1, 2026 · 8:04 PM

@InvestInTheFtr Nope have not looked into $SES, they report on Wednesday? Will look into the earnings, thanks.